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MSA Safety Incorporated

NYSE:MSA 주식 리포트

시가총액: US$6.9b

  • 회사 개요
    • 가치 평가
    • 미래 성장
    • 과거 실적
    • 재무 건전성
    • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

MSA Safety 경영진

경영진 기준 점검 2/4

MSA Safety CEO는 Steve Blanco, Jun2023 에 임명되었습니다 의 임기는 3.25 년입니다. 총 연간 보상은 $6.43M, 14.6% 급여 및 85.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $7.19M 가치에 해당하는 회사 주식의 0.1% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.1 년과 8.2 년입니다.

핵심 정보

Steve Blanco

최고경영자

US$6.4m

총 보수

CEO 급여 비율14.58%
CEO 재임 기간3.3yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간1.1yrs
이사회 평균 재임 기간8.2yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Sep 03

MSA Safety: Industrial PPE Up, Fire Service And Detection Mixed

Summary MSA Safety delivered Q2 2026 results with revenue of $503M, beating consensus by $7M and adjusted EPS up 24% year-over-year. Adjusted operating margin expanded 270 bps to 24.1%, and free cash flow reached $83M, reflecting strong productivity and pricing actions. Detection segment revenue rose 4%, driven by the M&C TechGroup acquisition and robust Americas organic growth, offset by international weakness. Fire Service revenue was stable, supported by demand for breathing apparatuses, helmets, and protective apparel, despite minimal year-over-year decline. MSA appears undervalued by quite a bit at this time, and has an attractive forward return potential in the mid-teens. Read the full article on Seeking Alpha
User avatar
내러티브 업데이트 • Jun 24

MSA: Connected Fire Safety And Consistent Capital Returns Will Support Future Compounding

Analysts have reduced their price targets on MSA Safety by $29 and $10 in recent reports, citing updated views on the stock that keep key long term assumptions, such as revenue growth, profit margin and future P/E, broadly unchanged. Analyst Commentary Recent research coverage on MSA Safety points to a more cautious stance on valuation, even as core long term assumptions around revenue, margins and future P/E remain broadly intact.
User avatar
내러티브 업데이트 • Jun 03

MSA: Connected Fire Safety And Capital Returns Will Drive Future Compounding

Analysts have trimmed their average price targets on MSA Safety by a combined $39, citing updated views reflected in recent $29 and $10 target reductions. This reinforces a more measured stance around the stock's current valuation and growth assumptions.
User avatar
내러티브 업데이트 • May 12

MSA: NFPA Recovery And Capital Returns Will Support Future Compounding

MSA Safety's updated analyst price target has edged down by about $2 to $205.71, as analysts factor in a slightly higher discount rate alongside modest adjustments to long term growth and profitability assumptions, including a lower future P/E multiple. Analyst Commentary Recent research on MSA Safety has shifted from earlier target increases following Q4 results to a series of target trims and more cautious stances, reflecting updated views on valuation, growth visibility and execution risk.
User avatar
내러티브 업데이트 • Apr 28

MSA: NFPA Recovery And Recurring Revenue Will Support Future Compounding

Analyst price targets on MSA Safety have been adjusted by a net $10 swing, with recent research citing steady mid single digit organic growth expectations, easing NFPA related headwinds and a view of the business as a high quality compounder with increasing recurring revenue, while other firms maintain more neutral stances after updating models post Q4 results. Analyst Commentary Recent research on MSA Safety clusters around how well the company can execute on its organic growth outlook, how sticky its revenue base can become, and whether the current valuation already reflects these qualities.
User avatar
내러티브 업데이트 • Apr 13

MSA: NFPA Recovery And Recurring Revenue Will Drive Future Upside

Analysts have trimmed the MSA Safety price target by about $4 to reflect slightly higher discount rates and a modestly lower future P/E assumption, even as their revenue growth outlook edges a bit higher following recent research updates from firms covering the stock. Analyst Commentary Recent Street research on MSA Safety shows a mix of optimism on the business outlook and more cautious adjustments to valuation and rating, giving you a balanced set of signals to consider.
User avatar
내러티브 업데이트 • Mar 28

MSA: NFPA Recovery And Recurring Revenue Will Support Future Upside

Analysts have lifted their average MSA Safety price targets into a $205 to $235 range, citing Q4 earnings, a return to mid single digit organic growth as NFPA related issues fade, and the company's positioning as a wide moat business with rising recurring revenue. Analyst Commentary Recent Street research around MSA Safety has focused on how the Q4 earnings print, the outlook for organic growth and the mix of recurring revenue stack up against current valuation after the latest round of price target revisions into the $205 to $235 range.
User avatar
내러티브 업데이트 • Mar 14

MSA: Recurring Revenue And NFPA Recovery Will Shape Future Returns

Analysts have raised their price targets on MSA Safety into a higher $200 to $235 range, reflecting updated models after Q4 results and expectations for mid single digit organic growth as NFPA related headwinds ease and recurring revenue strengthens. Analyst Commentary Recent research updates cluster around higher valuation ranges for MSA Safety after Q4 results, with different firms adjusting their models to reflect refreshed assumptions on growth, recurring revenue and fire related headwinds tied to NFPA standards.
User avatar
내러티브 업데이트 • Feb 28

MSA: Mid Single Digit Outlook And Recurring Revenue Will Shape Future Returns

Analysts have raised their blended price target for MSA Safety from about $198 to roughly $212, citing recent Q4 results, refreshed models, and expectations for mid single digit organic growth as NFPA related headwinds ease and recurring revenue increases. Analyst Commentary Recent Street research on MSA Safety clusters around Q4 results, the updated outlook for organic growth, and the role of recurring revenue in supporting valuation.
User avatar
내러티브 업데이트 • Feb 14

MSA: Neutral Research And Modest Assumption Shifts Will Shape Returns

Analysts have raised their average price target on MSA Safety by about $11, reflecting updated views on fair value, growth, margins, and future P/E following recent research. This includes a higher target and a new neutral initiation.
분석 기사 • Dec 28

Is MSA Safety Incorporated (NYSE:MSA) Trading At A 21% Discount?

Key Insights The projected fair value for MSA Safety is US$209 based on 2 Stage Free Cash Flow to Equity MSA Safety's...
User avatar
내러티브 업데이트 • Nov 04

MSA: Backlog Conversion And Acquisitions Will Drive Upside Amid Margin Caution

Analysts have slightly lowered their fair value estimate for MSA Safety to $187.40, down from $191.80. They cite recent results that were above expectations due to backlog conversion and acquisitions.
분석 기사 • Oct 07

MSA Safety Incorporated's (NYSE:MSA) Shareholders Might Be Looking For Exit

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
User avatar
내러티브 업데이트 • Sep 05

Connected Safety And European Expansion Will Strengthen Future Position

Analysts note that MSA Safety's Q2 outperformance and contributions from the M&C TechGroup acquisition support constructive fundamentals, but maintain a cautious outlook pending more clarity on catalysts like the SCBA replacement cycle, resulting in an unchanged consensus price target of $191.80. Analyst Commentary Q2 results exceeded expectations, driven by stronger backlog conversion.
Seeking Alpha • Mar 18

MSA Safety: A Premium Safety Business Looks To Get More Safe Itself

Summary MSA Safety's shares have fallen to 2020 levels, trading at 20 times earnings, despite a strong long-term outlook and impeccable dividend track record. The company generates $1.8 billion in sales from safety products, with a significant presence in the Americas and strong positions in niche segments. Despite a mixed performance in late 2024, MSA Safety's balance sheet remains strong, with reduced net debt and potential for stock buybacks or acquisitions. Given the current valuation and diminished organic growth, I recommend buying MSA Safety shares at $130-$140 for a safer investment. Read the full article on Seeking Alpha

CEO 보수 분석

Steve Blanco의 보수는 MSA Safety의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$314m

Mar 31 2026n/an/a

US$291m

Dec 31 2025US$6mUS$937k

US$279m

Sep 30 2025n/an/a

US$280m

Jun 30 2025n/an/a

US$277m

Mar 31 2025n/an/a

US$286m

Dec 31 2024US$4mUS$773k

US$285m

Sep 30 2024n/an/a

US$273m

Jun 30 2024n/an/a

US$272m

Mar 31 2024n/an/a

US$267m

Dec 31 2023US$3mUS$530k

US$59m

Sep 30 2023n/an/a

US$34m

Jun 30 2023n/an/a

US$13m

Mar 31 2023n/an/a

-US$6m

Dec 31 2022US$2mUS$485k

US$180m

Sep 30 2022n/an/a

US$67m

Jun 30 2022n/an/a

US$43m

Mar 31 2022n/an/a

US$20m

Dec 31 2021US$2mUS$450k

US$21m

Sep 30 2021n/an/a

US$99m

Jun 30 2021n/an/a

US$106m

Mar 31 2021n/an/a

US$117m

Dec 31 2020US$2mUS$450k

US$124m

Sep 30 2020n/an/a

US$139m

Jun 30 2020n/an/a

US$153m

Mar 31 2020n/an/a

US$157m

Dec 31 2019US$2mUS$408k

US$138m

보상 대 시장: Steve의 총 보수(USD6.43M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.46M) 수준입니다.

보상과 수익: Steve의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Steve Blanco (59 yo)

3.3yrs
재임 기간
US$6,430,364
보수

Mr. Steven C. Blanco, Sr. also known as Steve, is President of MSA Safety Incorporated from June 2023 and serves as its Director since February 22, 2024 and also serves as its Chief Executive Officer since...


리더십 팀

이름직위재임 기간보수지분
Steven Blanco
President3.3yrsUS$6.43m0.10%
$ 7.2m
Julie Beck
SVP, CFO & Treasurer1.1yrsUS$664.05k0.0095%
$ 658.4k
Richard Roda
Senior VP3.3yrsUS$1.43m0.026%
$ 1.8m
Stephanie Sciullo
Senior VP & President of MSA Americasno dataUS$1.72m0.035%
$ 2.4m
Elyse Brody
Executive Director of Financial Planning & Analysis and Strategy1.1yrsUS$1.11m0.0091%
$ 626.7k
Jonathan Buck
Corporate Controller & Chief Accounting Officer8yrsUS$780.94k0.0098%
$ 674.9k
Heiko Will
Chief Digital & Information Officerno data데이터 없음데이터 없음
Chris Hepler
Executive Director of Corporate Developmentno data데이터 없음데이터 없음
Glennis Williams
Senior VPno data데이터 없음데이터 없음
Jose Sanchez
Senior VP & President of EMEA Businessless than a year데이터 없음데이터 없음
Gustavo Lopez
Senior Vice President of Product Strategy & Developmentless than a year데이터 없음데이터 없음
Vitor Kiem
Senior VP & President of APAC Businessno data데이터 없음데이터 없음
1.1yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: MSA의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Steven Blanco
President2.6yrsUS$6.43m0.10%
$ 7.2m
Robert Bruggeworth
Independent Chairman of the Board19.6yrsUS$259.98k0.10%
$ 6.9m
William Lambert
Independent Director19.7yrsUS$229.98k0.21%
$ 14.5m
Diane Pearse
Independent Director22.7yrsUS$229.98k0.11%
$ 7.6m
Gregory Jordan
Independent Director7.6yrsUS$239.98k0.022%
$ 1.5m
William Sperry
Independent Director7.6yrsUS$247.48k0.021%
$ 1.5m
Luca Savi
Independent Director5.3yrsUS$242.48k0.014%
$ 978.3k
Nishan Vartanian
Director8.8yrsUS$329.98k0.13%
$ 9.2m
Octavio Marquez
Directorless than a year데이터 없음0.0016%
$ 111.7k
Sandra L. Rogers
Independent Director8.9yrsUS$239.98k0.023%
$ 1.6m
8.2yrs
평균 재임 기간
64.5yo
평균 나이

경험이 풍부한 이사회: MSA의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/18 17:47
종가2026/09/18 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
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별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

MSA Safety Incorporated는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert MasonBaird
Quinn FredricksonBaird
Rudolf HokansonBarrington Research Associates, Inc.

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